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Profit Share Sites

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Lead Generation

12
  • How Recruits Apply On Your Site
  • Where to Land Traffic
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  • Job Boards
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    • Indeed
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      • Editing Indeed Ads to Include Apply URL
    • LinkedIn
      • How to Configure Your LinkedIn Profile to Run Job Post Ads
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Platform Guide

45
  • Logging Into the Platform
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  • Calendars
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    • Adding A Virtual Meeting Link to Calendars (3.0)
    • Editing Calendar Forms and Adding Custom Fields
    • How to Add a Zoom Link to Your Calendar
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    • How to Take Attendance After an Appointment
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    • Setting Up Your Calendar
  • Contacts
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    • Ensuring Compliance with Automated Communications in Market Center Sites
    • Updating User Roles within the Market Center Sites System
    • Disclaimer About Customizations
  • Sites
    • How to Activate Funnels in Market Center Sites
    • How to Swap Out a Logo or Image in a Global Section
    • Editing Calendar Forms and Adding Custom Fields
    • Viewing and Exporting Form Submission Summaries
    • Understanding the Website Editor
    • Connecting a Domain Name URL
    • Adding Real Estate School Affiliate Links
  • Membership
    • How to Connect the Memberships Area to a Domain URL
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    • How to Toggle Between Multiple Accounts
    • Updating Your Billing and Credit Wallet
    • Adding & Removing Team Members (Users)
  • Integrations
    • Best Practices for Integrations

Market Center Sites 3.0

84
  • Moving Recruits Between Pipelines (Exit Pipeline Stage)
  • Moving Recruits Between Stages (Market Center Sites 3.0)
  • Market Center Sites 3.0 Training
    • Training 1: Introduction to Market Center Sites 3.0
    • Training 2: User Assignments & Calendars
    • Training 3: Pipelines & Opportunities Overview
    • Training 4: R0 (Not In School) Pipeline
    • Training 5: R0 (In School) Pipeline
    • Training 6: R1/R2 (Experienced Agent) Pipeline
    • Training 7: KWPrep Pipeline
    • Training 8: Kaplan Pipeline
    • Training 9: Long Term Nurture Pipeline
    • Training 10: Onboarding Pipeline
    • Training 11: Driving Traffic & Generating Leads
    • Training 12: The Centralized Model for Market Center Sites 3.0
  • R0 Playbook (3.0)
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      • Not In School Pipeline: Not In School Nurture (3.0)
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      • Not In School Pipeline: Attended Info Session (Last 60 Days) (3.0)
      • Not In School Pipeline: 1:1 Appointment Set (3.0)
      • Not In School Pipeline: 1:1 Appointment No Showed/Cancelled (Last 60 Days) (3.0)
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      • How to Re-Offer the KWPrep Blueprint One-Time (3.0)
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      • KWPrep Pipeline: Enrolled in KWPrep (3.0)
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      • KWPrep Pipeline: Schedule Blueprint Appt (Last 90 Days) (3.0)
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      • KWPrep Pipeline: 1:1 Appt Cancelled/No Showed (3.0)
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      • In School Pipeline: Exam Passed (Schedule Career Strategy) (3.0)
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  • R1 Playbook (3.0)
    • R1/R2 Experienced Agent Pipeline
      • R1/R2 Pipeline: Recruit Leads (Pre-Appointment) (3.0)
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      • R1/R2 Pipeline: Nurture Lead (Post-Appointment) (3.0)
      • R1 Pipeline: Exit Pipeline (3.0)
      • Holding Stage (3.0)
  • Additional MC Sites Pipelines (3.0)
    • Long Term Nurture Pipeline (3.0)
      • Long-Term Nurture Pipeline: Not In School (NS), In School (IS), Licensed Agent (EX)
      • Long Term Nurture Pipeline: Expired Nurture (Last 30 Days) (3.0)
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      • Schedule Onboarding (3.0)
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  • Custom Values
    • Turning the KW Prep Blueprint Review On or Off
    • Updating User Assignments in Market Center Sites 3.0
    • Setting Up OP Notifications for When New Agents Join
    • Adjusting Long-Term Nurture Defaults
    • Updating Opportunity Value Defaults in Market Center Sites
  • Assorted V3 Resources
    • Understanding Agent Referrals (MC Sites 3.0)
    • Career Coaching Session
    • Exam Prep Session
    • Understanding One Pagers (3.0)
    • How to Turn Off and Skip Automations (3.0)
    • Removing Recruits From Pipelines (3.0)
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  • Editing Calendar Forms and Adding Custom Fields

Editing Calendar Forms and Adding Custom Fields

1 min read

Calendars and forms in Market Center Sites work together to schedule appointments and collect recruit information. Sometimes, you may want to customize the form, such as adding a field where recruits can share additional details or questions. This guide walks through duplicating a calendar form, adding a custom field, and connecting the updated form to a calendar.


Steps to Customize a Calendar Form #

1. Log In and Access Forms #

  • Log into your Market Center Sites platform.
  • From the dashboard, go to Sites in the left navigation.
  • Select Forms along the top.
  • Hover over Forms to reveal three options:
    • Builder
    • Analyze
    • Submissions
  • Select Builder to open the form editor.

2. Duplicate an Existing Calendar Form #

  • Locate the form you want to customize. In this example it’s the Calendar Appointment Form.
  • Hover over the form name and click the three dots on the far right.
  • Select Duplicate from the dropdown.
  • Rename the duplicated form (e.g., In-School Calendar Form) and click Confirm.

Tip: Duplicating ensures the original form remains unchanged and can be reused if needed. Additionally, in this case the Appointment Form is a standard form that’s used across all calendars, including group event calendars like the Info Sessions.


3. Add a Custom Field #

  • Open your newly duplicated form.
  • From the left panel, scroll to find Multi-Line Text Box and drag it into the form. Or add the appropriate field for the item you’re looking to collect from the recruit.
  • Rename the field to something descriptive (e.g., Journey and Comments).
  • Add placeholder text, such as: Share where you are in your journey and any questions you’d like us to cover.
  • Update the Query Key to journey-comments (optional – used for pre-population via URL parameters).
  • Choose whether to make the field required by toggling the checkbox.
  • Click Save in the upper right corner.

4. Connect the Custom Form to the Calendar #

  • In the left navigation, select Calendars.
  • Find the calendar you want to update and click the pencil icon (edit).
  • Go to the Forms and Payment section.
  • Replace the standard form with your newly customized form.
  • Click Save.

5. Test the Updated Calendar #

  • Open the calendar and select a date and time.
  • Ensure the customized form now displays with the new field.
  • If not visible immediately, refresh the page to load the latest version.

Why Customize? #

  • Collect more specific information from recruits.
  • Personalize the booking experience.
  • Ensure forms align with your Market Center’s recruiting workflow.
Updated on August 28, 2025

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Table of Contents
  • Steps to Customize a Calendar Form
    • 1. Log In and Access Forms
    • 2. Duplicate an Existing Calendar Form
    • 3. Add a Custom Field
    • 4. Connect the Custom Form to the Calendar
    • 5. Test the Updated Calendar
  • Why Customize?
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